If you go to Processes – Subprocess: You can access notifications by pressing the button to the right on the Subprocess you want to add notifications for.

You can add several notifications to each Subprocess. There are four different attributes:

  • Before deadline (days/hours/minutes)

  • On Deadline

  • After Deadline (days/hours/minutes)

  • When Subprocess is marked as complete

There are also three different ways to receive or send notifications, by alarms in the portal, by sending an email or via text messages to a phone number.

Some of the notifications simply work as reminders, the process might be red an hour before the deadline, send you an email on deadline and a text message an hour after the deadline – But they can also be used to send messages to other teams, co-workers or external contacts.

Via the “On Complete” function (and the others if needed) you can inform people of interest when you are finished with a certain task and have them initiate their workflow or let them know that you are running late with this today.

By using several alarms on the same Subprocess you can build your own escalation procedure, for example:

Having trouble with that really important regulatory report that has to be sent every month? Maybe create a portal notification a couple of days before deadline. Only one day left and still not marked as complete? Add an email warning that is sent to the department in charge. Only 2 hours left and still not done!? Send a text message to the COO or CEO!

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